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Copy Warren Buffett’s AI sleeve

Warren Buffett’s (Berkshire Hathaway) current AI-related holdings, with the Compass Consensus Score of this "sleeve." For education and information only — not advice or a recommendation.

Disclaimer:For education and information only. Not investment advice.
Copying this sleeve at each filing-date close+37.3%2024-08-142026-08-14 · QQQ +59.6%See the full scorecard →
This sleeve’s Consensus Score0100SLEEVE0SplitOpen this sleeve in Portfolio CheckSee full thesis & sources
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AI-related holdings

AAPLApple32Weak

#1 holding at 22.0% of the book (12 separate lines in the filing, combined)

GOOGLAlphabet86Strong consensus

Class A 9.4% + Class C 3.2% = 12.6% — the AI bet, added two quarters running

BACBank of America0Weak

9.2%, trimmed again in Q2

AMZNAmazon68Consensus

Exited in Q1; the Q2 filing confirms it was not rebought

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